Account brief
Use this guide to focus the account discussion
- Why it matters
- Appetite guidance is useful for screening, but it cannot replace an account-specific review of the operation, state, coverage request, current market, and supporting information.
- Question to resolve
- Check the date and source before relying on an appetite entry.
- Record to prepare
- The date, source, and scope of the guidance
On this page 4 sections
Why this matters to the submission
Appetite guidance is useful for screening, but it cannot replace an account-specific review of the operation, state, coverage request, current market, and supporting information.
Questions to put on the record
- Check the date and source before relying on an appetite entry.
- Treat conditional fit and account-specific exceptions as questions for CARMA.
- Confirm carrier and coverage details directly with CARMA before sharing them with an insured.
What to confirm before relying on guidance
- The date, source, and scope of the guidance
- The state, operation, requested coverage, and important account conditions
- Any exception, unresolved question, or carrier-dependent requirement
What this guide can help with
This guide helps organize the account discussion. It does not confirm eligibility, available markets, coverage, pricing, licensing, or an outcome for a specific account.